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Mitchell, Vaught & Taylor, Inc., is committed to respecting the individual privacy of our clients. We have always placed a high priority on protecting the personal information you provide us. Mitchell, Vaught & Taylor, Inc., collects and uses personal information for legitimate business purposes or to meet your investment objectives. Our Privacy Policy is our pledge to continue to protect your right to privacy. 1)Mitchell, Vaught & Taylor, Inc., will not share the nonpublic personal information of current or former clients except in cases: - As permitted by law. For example, providing information required by insurance regulators or law enforcement agencies. - With your permission. With parties that assist Mitchell, Vaught & Taylor, Inc., in promoting our own products and services. For instance, through sample reports or examples of portfolio analysis. 2)Mitchell, Vaught & Taylor, Inc., does collect personal information in the normal course of business in order to administer your accounts, act in accordance with the U.S. Patriot Act, and to generally serve you better. - Application information - Transaction information - Planning information: taxes, estates, retirement, college savings, etc. 3)Mitchell, Vaught & Taylor, Inc., maintains policies and practices that protect the security and confidentiality of our clients. - Access to records is restricted to employees who we determine need the information in order to perform their job duties. - Employee training. 4)Mitchell, Vaught & Taylor, Inc., will provide notice of changes in our information-sharing practices. - If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you reasonable notice of the proposed change so that you will have the opportunity to opt out of such disclosure. AMENDMENT OF THESE TERMS AND CONDITIONS If you would like to request an amendment of these terms and conditions, please notify us in writing within 10 days to receive consent.
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